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NextEra Energy

1,208 hedge funds and large institutions have $46.8B invested in NextEra Energy in 2017 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 413 increasing their positions, 487 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 60

8% more capital invested

Capital invested by funds: $43.3B → $46.8B (+$3.5B)

3% more funds holding in top 10

Funds holding in top 10: 3031 (+1)

2% more funds holding

Funds holding: 1,1831,208 (+25)

1.33% more ownership

Funds ownership: 310.37%311.7% (+1.3%)

10% less call options, than puts

Call options by funds: $159M | Put options by funds: $177M

15% less repeat investments, than reductions

Existing positions increased: 413 | Existing positions reduced: 487

Holders
1,208
Holders Change
+25
Holders Change %
+2.11%
% of All Funds
30.06%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.77%
New
100
Increased
413
Reduced
487
Closed
60
Calls
$159M
Puts
$177M
Net Calls
-$17.5M
Net Calls Change
+$36.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RMAM
726
Raab & Moskowitz Asset Management
New Jersey
$727K -$80.4K -2,556 -10%
FNBOMD
727
First National Bank of Mount Dora
Florida
$726K -$46.2K -1,468 -6%
ACS
728
Archford Capital Strategies
Illinois
$726K -$31.4K -1,000 -4%
KFC
729
Klingenstein Fields & Co
New York
$725K
BCM
730
BTR Capital Management
California
$720K -$81.7K -2,600 -10%
WPP
731
Whalerock Point Partners
Rhode Island
$717K +$23K +732 +3%
TNBTD
732
Trustmark National Bank Trust Department
Mississippi
$715K +$226K +7,200 +48%
BFA
733
Benedict Financial Advisors
Georgia
$713K +$22.8K +724 +3%
RIM
734
Regent Investment Management
Kentucky
$710K
WPW
735
Waldron Private Wealth
Pennsylvania
$707K +$10.9K +348 +2%
First Manhattan
736
First Manhattan
New York
$703K +$6.54K +208 +1%
WA
737
WBH Advisory
Maryland
$698K +$6.67K +212 +1%
CIM
738
CIM Investment Management
Pennsylvania
$697K -$68.7K -2,184 -9%
PWM
739
Perigon Wealth Management
California
$694K -$6.54K -208 -1%
MFW
740
Mosaic Family Wealth
Missouri
$693K -$6.16K -196 -0.9%
CIA
741
Capital Investment Advisors
Georgia
$692K -$12.5K -396 -2%
NEPWA
742
New England Private Wealth Advisors
Massachusetts
$690K
Acadian Asset Management
743
Acadian Asset Management
Massachusetts
$688K -$4.97M -158,144 -88%
PCMK
744
Paragon Capital Management (Kansas)
Kansas
$686K +$1.89K +60 +0.3%
WTC
745
WhitTier Trust Company
Nevada
$684K -$500K -15,896 -43%
CPSAC
746
Chas P. Smith & Associates (CPS)
Florida
$679K -$6.92K -220 -1%
BWFM
747
Bridgewater Wealth & Financial Management
Maryland
$679K
CAM
748
Cypress Asset Management
Texas
$678K -$32.1K -1,020 -5%
CTA
749
Colonial Trust Advisors
South Carolina
$676K
LOAME
750
Lombard Odier Asset Management (Europe)
United Kingdom
$675K -$93.4K -2,972 -12%

NEE Hedge Fund Activity: Q1 2017 in Review

1,208 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q1 2017, worth a combined $46.8B — up 8.1% from $43.3B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new NEE positions and 60 closed out — a net gain of 40 holders — while 413 added to existing stakes and 487 trimmed.

The largest buyer was BlackRock, adding an estimated $4.62B. The largest seller was Vanguard Group, cutting an estimated $296M.

  • 1,208 institutional investors held NextEra Energy (NEE) as of Q1 2017, up from 1,183 in Q4 2016.
  • Funds reported $46.8B of NextEra Energy stock for Q1 2017, up 8.1% quarter-over-quarter.
  • 100 funds opened new NextEra Energy positions in Q1 2017 and 60 closed out, a net change of +40 holders.
  • The largest NextEra Energy buyer in Q1 2017 was BlackRock, an estimated $4.62B added.
  • The largest NextEra Energy seller in Q1 2017 was Vanguard Group, an estimated $296M sold.

Based on aggregated 13F filings for Q1 2017.